Asset Owner Directory

Wespath Benefits

Wespath Benefits and Investments has been serving The United Methodist Church for over 100 years. Wespath are the largest reporting faith-based pension fund in the United States, serving more than 100,000 active and retired clergy and lay employees of the Church.

Country

United States

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$24

Performance (%, 1YR)

-16.63

Chief Executive

Andrew Q. Hendren

Chief Investment Officer

David Zellner

Chair

Bishop Robert Schnase

Asset allocation

Asset allocation calculated from reported asset values

41% Equity

35% Fixed Income Securities

5% Asset-backed Securities

0.5% Risk Management Instruments

5% Short-term Securities

5% Emerging Market Funds

6% Private Equity/Real Estate Partnership

1% Real Asset Partnership

2% Wrap Contracts

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of December 31, 2022. All information is as per the most recent annual report or other publicly available data via the fund's website

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